Filed April 17, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $440,671 |
GOLDMAN SACHS6+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $311,536 |
ARROWSTREET CAPITAL5 years Service code 28 · EIN 04-3472863 | Investment Management | $259,373 |
GENESIS ASSET MANAGERS LLP3 years Filed as: GENESIS ASSET MANAGERS, LLP Service code 28 · EIN 98-0425769 | Investment Management | $256,124 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Investment ma... | $206,692 |
Filed as: MARATHON ASSET MANAGEMENT LLP Service code 21 · EIN 95-4328983 | Bank Trustee | $174,873 |
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $132,221 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES Service code 17 · EIN 04-3515240 | Pension Consulting | $115,125 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 81-4017137 | Investment Management | $98,571 |
BAKER NEWMAN NOYES6+ years Filed as: BAKER NEWMAN NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $25,000 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 19.74% | 12.77%+7.0pp | 90.60%-70.9pp | 12.86%+6.9pp |
| Employer contribution / active EE | $27,336 | $8,963+205.0% | $32,727-16.5% | $13,687+99.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |